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Phillips 66
PSX

Overview Fund Activity

1,038 hedge funds and large institutions have $32.7B invested in Phillips 66 in 2014 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 357 increasing their positions, 435 reducing their positions, and 56 closing their positions.

Holders
1,038
Holders Change
+21
Holders Change %
+2.06%
% of All Funds
29.85%
Holding in Top 10
21
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+10.53%
% of All Funds
0.6%
New
83
Increased
357
Reduced
435
Closed
56
Calls
$550M
Puts
$394M
Net Calls
+$156M
Net Calls Change
+$86M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$673M
2
Norges Bank
2
Norges Bank
Norway
$725M
3
HSBC Holdings
3
HSBC Holdings
United Kingdom
$319M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$800M
5
Boston Partners
5
Boston Partners
Massachusetts
$771M

Top Sellers

1
WRF
1
Waddell & Reed Financial
Kansas
$506M
2
Berkshire Hathaway
2
Berkshire Hathaway
Nebraska
$522M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$646M
4
EVM
4
Eaton Vance Management
Massachusetts
$147M
5
Ameriprise
5
Ameriprise
Minnesota
$332M
Name Market Value Shares Shares
Change 		Shares
Change %
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$134M 1,662,164 +1,662,164 New
PPA
52
Parametric Portfolio Associates
Washington
$132M 1,641,219 -61,689 -4%
BlackRock
53
BlackRock
New York
$126M 1,563,257 -36,903 -2%
Arrowstreet Capital
54
Arrowstreet Capital
Massachusetts
$124M 1,536,114 +1,465,934 +2,089%
Mitsubishi UFJ Trust & Banking
55
Mitsubishi UFJ Trust & Banking
Japan
$124M 1,535,821 +370,499 +32%
CA
56
Cortland Advisers
Delaware
$118M 1,464,724 – –
Invesco
57
Invesco
Georgia
$116M 1,442,689 -181,273 -11%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$115M 1,427,191 +13,620 +1%
AllianceBernstein
59
AllianceBernstein
Tennessee
$112M 1,389,183 -250,593 -15%
APG Asset Management
60
APG Asset Management
Netherlands
$109M 1,358,222 +284,948 +27%
KACA
61
Kayne Anderson Capital Advisors
California
$106M 1,318,800 +910,600 +223%
CS
62
Credit Suisse
Switzerland
$104M 1,286,920 +70,512 +6%
TA
63
Teachers Advisors
New York
$102M 1,274,266 -130,452 -9%
SBAM
64
Santa Barbara Asset Management
California
$102M 1,271,680 -23,845 -2%
MAA
65
Managed Account Advisors
New Jersey
$101M 1,253,707 -58,331 -4%
SFM
66
Soros Fund Management
New York
$99.3M 1,234,822 +764,534 +163%
RFC
67
Russell Frank Company
Washington
$97.4M 1,211,053 -262,892 -18%
State of Tennessee, Department of Treasury
68
State of Tennessee, Department of Treasury
Tennessee
$95.2M 1,183,884 +193,925 +20%
GC
69
Guggenheim Capital
Illinois
$92.4M 1,148,903 +83,719 +8%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$91.6M 1,139,388 -63,398 -5%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$88.4M 1,099,484 +157,429 +17%
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$83.2M 1,034,273 -34,700 -3%
WG
73
Winton Group
United Kingdom
$80.9M 1,006,125 +1,006,125 New
CLM
74
ClearBridge LLC (Maryland)
Maryland
$80.2M 997,494 -331,260 -25%
Robeco Institutional Asset Management
75
Robeco Institutional Asset Management
Netherlands
$76.8M 954,733 +284,659 +42%
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